Robert Karr - Joho Capital 13F Activity & Position Changes (Q3 2016)

As of Sep 30, 2016, the Joho Capital portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2026. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q3 2016, the filing reported:

New Buys - American Eagle Outfitters, Inc.

Increases - Alibaba Group Holding Limited, Cognex Corporation, Etsy, Inc.

Reductions - Amazon.com, Inc.

Complete Exits - None reported

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q3 2016	AEO American Eagle Outfitters, Inc.	American Eagle Outfitters, Inc.	Buy - Position Entry	+60,000	-	$1.07K	60,000
Q3 2016	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Sell	-2	-0.1%	$3.34K	3,988
Q3 2016	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Buy	+76,000	+6.7%	$128.22K	1,211,987
Q3 2016	CGNX Cognex Corporation	Cognex Corporation	Buy	+149,589	+9.7%	$89.34K	1,690,138
Q3 2016	ETSY Etsy, Inc.	Etsy, Inc.	Buy	+1,790,949	+571.8%	$30.05K	2,104,162